How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BERKLEY W R

13F Portfolio OverlapQ1 2026BERKLEY W R portfolio →

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Most similar hedge funds by 13F overlap

BERKLEY W R CORP is an institutional investor managing $1.9B across 345 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BERKLEY W R are Heronetta ,, KAYNE ANDERSON ADVISORS, Fractal Investments, with shared positions in $EPD, $ET, $WES, $KMI, $PAA, $ANSC. The full ranking of 25 similar funds is below.

#1Heronetta Management, L.P.Active

Substantial overlap · 4 shared positions

$EPD $ET $WES $KMI

$110M

16 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 5 shared positions

$EPD $ET $KMI $WES $PAA

$5.2B

48 positions

#3Fractal Investments LLCActive

Substantial overlap · 5 shared positions

$ET $EPD $KMI $PAA $WES

$845M

81 positions

#4LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Substantial overlap · 4 shared positions

$ET $EPD $PAA $WES

$480M

243 positions

#5INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 5 shared positions

$ET $EPD $PAA $WES $KMI

$1.4B

149 positions

#6ALPS ADVISORS INCActive

Substantial overlap · 5 shared positions

$ET $EPD $PAA $WES $KMI

$21.3B

1,037 positions

#7TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 5 shared positions

$ET $EPD $WES $KMI $PAA

$9.6B

90 positions

#8Energy Income Partners, LLCActive

Substantial overlap · 3 shared positions

$EPD $ET $KMI

$6.2B

87 positions

#9RR Advisors, LLCActive

Notable overlap · 5 shared positions

$ET $KMI $EPD $WES $PAA

$360M

27 positions

#10WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 3 shared positions

$ET $EPD $PAA

$181M

14 positions

#11SL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$ET $EPD $KMI $WES

$59M

32 positions

#12CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $WES

$2.0B

66 positions

#13Recurrent Investment Advisors LLCActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $WES

$1.7B

67 positions

#14Crossingbridge Advisors, LLCPassive

Notable overlap · 16 shared positions

$ANSC $CAEP $CCIX $DRDB $TACO $IPCX

$553M

156 positions

#15RLH Capital LLCPassive

Notable overlap · 16 shared positions

$ANSC $CAEP $MLAC $IPCX $MCGA $SBXD

$197M

108 positions

#16FAIRHOLME CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$EPD $PGR $JOE

$1.5B

10 positions

#17EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 5 shared positions

$EPD $ET $PAA $KMI $WES

$2.8B

276 positions

#18Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$KMI $EPD $ET $ON

$101M

50 positions

#19RiverPark Advisors, LLCPassive

Notable overlap · 13 shared positions

$ANSC $CAEP $CCIX $IPCX $KCHV $SBXD

$276M

150 positions

#20Blackstone Inc.Active

Notable overlap · 5 shared positions

$EPD $KMI $ET $PAA $WES

$25.6B

417 positions

#21MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 5 shared positions

$EPD $ET $WES $PAA $KMI

$3.7B

138 positions

#22AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 3 shared positions

$EPD $PAA $ET

$270M

71 positions

#23Adams Asset Advisors, LLCActive

Notable overlap · 5 shared positions

$ET $PAA $EPD $WES $KMI

$891M

88 positions

#24L1 Global Manager Pty LtdPassive

Notable overlap · 12 shared positions

$MLAC $EVAC $LEGT $ALF $KFII $GTERA

$149M

116 positions

#25ELCO Management Co., LLCPassive

Notable overlap · 4 shared positions

$ET $PAA $WES $EPD

$208M

170 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.